Bill Capture & AP Processing for Small Business Tax Preparers with SmartVault
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Small Business Tax Preparers re-key them into UltraTax CS, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in SmartVault
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Tax patterns, routes approvals, and sends payment files to UltraTax CS — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.
SmartVault Integration Approach
Audit your SmartVault configuration
We map the specific SmartVault objects, custom fields, and workflows the automation needs to touch for your small business tax practice.
Build on the SmartVault API or agent
Integration happens inside SmartVault — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SmartVault with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SmartVault instance
30-minute call. We'll look at your actual SmartVault setup and show exactly how this workflow fits.